SPECIAL THANKS TO OUR HOST AND SPONSOR

Our Lead CFA-I Representatives: 

Dan O'Connor, Director, Institutional Relationships, Americas

Lauren Foster, Director, CPD Content Americas and Co-lead, Women in Investment Management initiative

Joshua Chance, Manager, Society Institutional Engagement, Americas

AGENDA

Welcome: Why Diversity Matters for the Investment Management Industry (5 min)

Overview of the Diversity and Inclusion Guide (30 min)

• Overview of workshop agenda and Chatham House Rule

• D&I roundtable workshops – series summary

• Overview of top 20 ideas and how the list was created

Best Idea for Your Firm (10 min)

Each participant selects an idea from the top 20 list that is meaningful to them and that they would like to focus on during the remainder of the workshop.
Those from the same organization are encouraged to select different ideas.

Discussion by Table on Ideas (30 min)

Using the Table Discussions page in the presentation, participants move to the table related to their idea.
Each table will discuss why they are interested in this area, including ideas they would like to implement and their past experiences (successes and failures). 

Large Group Discussion (40 min)

Each table shares highlights from their discussion. 

Closing Comments (5 min)

• The CFA Institute Experimental Partners program

• Other ways to connect with industry peers